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Axalta Coating Systems AXTA Commercial Vehicle — Net Sales

Other product segments

Refinish
$545M+6.0%
Light Vehicle
$360M-0.6%
Industrial
$327M+1.6%

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Other financials

Income statement

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Revenue$1.3B+3.1%
Gross profit$465.0M+1.8%
Operating income$167.0M-13.5%
Net income$89.0M-18.3%
EPS (diluted)$0.41-18.0%

Balance sheet

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Cash & equivalents$636.0M+1.3%
Total debt$3.6B+4.4%
Total equity$2.5B+11.3%
Total assets$7.7B-1.1%

Cash flow

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Operating cash flow$152.0M+7.0%
CapEx$48.0M+6.7%
Free cash flow$104.0M+7.2%

Valuation

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Market cap$8.15B+32.1%
Enterprise value$11.08B+23.7%
P/E23.4×+9.5×
P/S1.6×+0.4×

Profitability

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Gross margin34%-0.6pp
Operating margin13.2%-1.2pp
Net margin6.8%-1.8pp
FCF margin9.6%+1.7pp

Returns & leverage

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Return on equity14.6%-7.5pp
Debt / equity1.4×-0.1×
Current ratio1.5×-0.6×

Where this comes from

Reported directly by Axalta Coating Systems in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Axalta Coating Systems’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 12:04 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050466
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Industrial327322631633
Total Net sales Performance Coatings8728361,6741,658
Light Vehicle360362709702
Commercial Vehicle114107217207
Total Net sales Mobility Coatings474469926909
Total Net sales$1,346$1,305$2,600$2,567
Segment Adjusted EBITDA:
Performance Coatings218200398397

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Axalta Coating Systems's commercial vehicle — net sales?
Axalta Coating Systems (AXTA) reported commercial vehicle — net sales of $114M in Q2 2026.
How has Axalta Coating Systems's commercial vehicle — net sales changed year-over-year?
Axalta Coating Systems's commercial vehicle — net sales increased by 6.5% year-over-year, from $107M to $114M.
What is the long-term trend for Axalta Coating Systems's commercial vehicle — net sales?
Over 4 years (2021 to 2025), Axalta Coating Systems's commercial vehicle — net sales has grown at a 7.0% compound annual growth rate (CAGR), from $306.8M to $402M.
What does commercial vehicle — net sales mean?
This metric represents the total revenue generated from the sale of coating systems and technologies specifically tailored for original equipment manufacturers of commercial vehicles. It reflects the company's market penetration and demand within the heavy-duty transportation sector, serving as a key indicator of industrial manufacturing activity. Tracking this revenue stream helps investors assess the segment's ability to capture market share and navigate cyclical trends in the global commercial automotive industry.

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